Client portal & IT reporting

See your IT, anytime, with the Xceltek Client Portal.

Every ticket, every device and every backup in one place, with a clear report in your inbox each month. No more wondering what your IT team is doing. It comes with every Xceltek managed IT plan at no extra cost.

Everything about your IT, in one place

Sign in with your email, get a one-time code, and you're in. No passwords to remember, nothing to install. Built first for medical, dental and oral surgery practices, and used by every kind of business we support.

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Your home screen

See what matters this month: open tickets, how fast we responded, how your team rated our help, and the health of every device. Pick one location or see the whole group.

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Every device we look after

See every computer and server we manage, where it is, and whether it's backed up and up to date. We flag machines that need a reboot or are near the end of their warranty, so you can plan replacements before they fail.

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Feedback and calls

After every ticket, your staff rate our help in one click. You see those ratings, plus how many times your team called us and how fast we answered.

Tickets

Every request, its status, and who's working on it, in real time.

Devices

Each computer and server with its backup, update and warranty status.

Calls

How often your team calls us and how quickly we pick up.

Projects

Upgrades and installs in progress, with dates.

Feedback

Your staff's ratings and comments on our work.

Team

Your portal admin can ask us to add or remove colleagues at any time.

Multi-location

One view for the whole group, or drill into each office.

Reports

Past monthly, quarterly and yearly reports, ready whenever you need them.

A clear IT report every month. No login needed.

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On the first of each month, owners and managers get a one-page summary by email: tickets resolved, how fast we responded, backup status, your team's satisfaction, and what's coming up, such as warranties ending or upgrades to schedule. Organizations with several offices get a line for every location.

  • Monthly, quarterly and yearly editions. Choose who gets which. Owners often want the quarterly, office managers the monthly.
  • Customizable. Tell us what matters to you and we'll shape the report around it.
  • Plain English. Numbers you can act on, not a wall of technical data.
  • Ready for your next meeting. Use it in partner meetings or budget planning, with the portal one click away for detail.

Your data stays yours

One-time code sign-in

A code goes to your work email each time you sign in. Only people you approve get access.

You control who sees what

Give the owner the whole organization and a front desk lead just their location.

Read-only

The portal shows information. Nothing in it can change your systems.

Built for healthcare

The portal shows IT information, not patient records, and it's covered by the same BAA as everything else we do.

Client portal and IT reporting, answered

Is the portal included in my plan?

Yes. The client portal and the emailed reports are included for every Xceltek managed services client at no extra cost.

What does an IT company's monthly report include?

Ours covers tickets opened and resolved, how fast we responded, backup status, devices that need updates or a reboot, warranties coming due, your team's satisfaction ratings and what's coming up next. Organizations with several offices get a line for each location, and you can ask us to add or drop anything.

Who at my office can use it?

Anyone you choose. Your portal admin can ask us to add or remove people at any time.

Do I need to install anything?

No. It works in any web browser on a computer, tablet or phone.

How current is the information?

Tickets update live. Device, backup and update status refresh several times a day.

We have several offices. Can each manager see only theirs?

Yes. Each person can see the whole organization, one location, or a few.

Can I still get a report by email?

Yes. Monthly, quarterly and yearly reports go out automatically on the first, and you choose who gets each one.

Does the portal hold patient information?

No. The portal shows IT information like tickets, devices and backups, not patient records, and it's covered by the same Business Associate Agreement as all of our work for healthcare clients.

Want to see it with your own numbers?

Book a free 30-minute IT review and we'll walk you through the portal and a sample report, whether or not you work with us.

Related: Managed IT services · Medical IT · Dental IT · Case study: a three-office oral surgery practice

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